A Reporting & Analytical Digital Product Case Study
Project Background — Dashboard and analytics for broker owners and agents
Broker owners and Admins within the real-estate industry need to stay up to date with their business health and agent performance on a weekly/monthly basis. Having a tool that allowed brokers and admins to assess the health of their business was key.
Recognizing this need, we invested in creating a tool that gave brokerages this capability. However, the new tool wasn’t as intuitive as we had hoped which made it harder for the brokerages to see the overall health of their business.
So we decided to create a dashboard within the product that made it easier for owners and admins to view/create reports, stay up to date on agents and agent performance, and monitor the health of the business.
Research & Wireframes — Making the new dashboard a success
By having a general understanding of our customers pain points, the next step within the process was finding out what owners and admins needed to see to ensure this addition was valuable. From a UX perspective, we wanted to answer the following questions:
1. What’s the first thing our user needs to do when entering Reporting?
2. What information or reports do they access most frequently?
3. What data would help them do their job more efficiently?
4. What incentives can we provide to them to keep visiting Reporting?
5. Is there a way to leverage “empty states” as an opportunity for learning? (allowing user to customize their experience)
Design & Development — Building out the interface and developing a prototype written in code
The interface was built according to our findings during the research phase. Our findings suggested that users wanted an easier way to create reports, a way to view their monthly revenue, and a way to see their agents performance from month to month.
After listening to our users, we thought it would be beneficial to add two additional features that weren’t mentioned within our previous discussions.
1) Adding a customer on-boarding process — showing them how to utilize their new dashboard and create reports quickly
2) Adding training and tutorial videos — detailed short videos panel that discusses how the dashboard and reporting feature can be used. This panel will be accessible from the dashboard.
The High-fidelity mockups were then converted into code.
Design & Development PT2 — User Onboarding Process
Feedback Session — Customer Advisory Board Session
After the code prototype was completed, the finished design was put in front of users and was used to test how accurate our designs met the needs of the user. Overall, the users were excited for the possible changes and updates that were to take place because our improvements fixed a lot of the issues our users had experienced.
User On-boarding — In regards to the customer on-boarding process, users thought it was a great addition as it helped them grasp the concept of how to use the dashboard easier.
Video Tutorials — Overall, the video training panel was well received and excited our users. They felt this was a very smart addition and helped make the product even easier to use.
Overall Experience — The users that were tested found a lot of value in the proposed solution and looked forward to the changes.
“I think someone who doesn’t use brokerWolf would go into this! It makes the data easy to see. I think they would want to start their day here.”
Katey Mcgrath
“UI is beautiful and modern. That adds value. This is helpful, especially for first time users”
Natalie McCartney
